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Sales
Discussion List
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Filter Contacts in Contacts Panel under Accounts Based on Contact Owner RoleHello, We are working in Oracle Sales Cloud (Redwood UI) and would like to filter the Contacts shown under an Account so that only Contacts whose Owner has a specific ro… -
Perform Object Sharing Rule Assignment Processing ErrorSummary: Perform Object Sharing Rule Assignment Processing Error on Sales Leads. Content (please ensure you mask any confidential information): The Object sharing rules …
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How to delete custom objects in Oracle Fusion CRM?Hi everyone, I'm trying to look for any option to delete the custom objects. If anyone has an idea related to it please answer this post.
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how to find Users with Dual Resource RoleHi We have a requirement where we need to export Users having dual Resource Role in CX Sales application. We have gone through the document "User and Role Access Audit R…
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Is it possible to associate a new Solution Provider in the Manage Electronic Signature screen?Summary: **This post was created as part of a How to Service Request (SR)** Content (required): We are making the switch from Docusign to Adobesign. I created the Adobe …
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How to download the activity report from microsoft 365 outlookSummary: Steps to download user activity reports from Microsoft 365 (Outlook) using the Microsoft 365 Admin. Content (please ensure you mask any confidential information…
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What's the subject area for Opportunity recurring revenue?Summary: What's the subject area to use for OTBI analysis on Opportunity with recurring revenue (schedules)? Content (please ensure you mask any confidential information…
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Is Redwood UI/UX available for Territory Management?Summary: Is Redwood UI/UX available for Territory Management? Content (please ensure you mask any confidential information): Is Redwood UI/UX available for Territory Man…
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Custom Filter for Tables in Redwood sales dashboardIs there a way to create and apply custom filters to an entire tab on the Sales Dashboard? We are trying to add custom filters to our Sales Dashboard ‘Pipeline’ and ‘Tea…
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Will validation trigger for records created within seconds of each other?Summary: We have a validation trigger on the Contacts object to restrict duplicate emails while creating contacts. This works fine within Sales Cloud when users create c…
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How to make address fields not required for all countries?Summary: Define address fields as not required for all countries? Content (please ensure you mask any confidential information): We want to make address fields as not re… -
How to Use Customer/Organization as Identification Criteria in Manage Enterprise Data Quality JobsIn Oracle Fusion CDM, we are configuring Manage Enterprise Data Quality Jobs for Contacts and would like to use Email + Customer/Organization as the identification crite…
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Transfer Pending Activities from Lead to Opportunity Using Copy MapsHi Everyone, As per the standard procedure, when a Lead is converted to an Opportunity, all associated activities are transferred by default, regardless of their status.…
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Any profile options to store email Id's to use in object workflows?Summary: Is there any profile option or any way through which we can store email Id's and use it in object workflows for sending email. Content (please ensure you mask a…
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OOTB Expected Revenue Becomes Zero After Opportunity Creation or UpdateWe are using the OOTB Expected Revenue field on the Opportunity. The field is enabled in the UI, and we enter a value during Opportunity creation. However, after saving …
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Bring Financial Account Details into CX SalesSummary: We're trying to display a list of financial accounts within the CX Sales Accounts on the customer 360 panel. Specifically, we need to include a few credit-relat… -
Displaying accounts (party) registered in ERP in SFAContent (please ensure you mask any confidential information): I have the following questions. Receivables→Billing→Create Customer I have registered an account and site …
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How to skip the verification of open orders when merging customers?Summary: In the system setup, we have set only two main order statuses: processing and reference. After invoicing, it does not trigger the order header status to change …
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MS Teams Integration is not working with CX SalesThere was an error rendering this rich post.
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API or SOAP to create the contact address under the customer.Summary: Navigated to manage customer--> we wants to update the contact address. There are two address on customer profile. one is customer address and other is contact … -
Error while Synchronizing Products to CPQSummary: We are getting error when opening OOTB Synchronize Products with CPQ ( DATAINTG-100 ) Error: Status : 400{"title":"Bad Request","status":"400","o:errorDetails":… -
How to display data based on FSCM REST API in a custom Panel on Redwood Account Detail foldout pageSummary: I created a new service connection using fscmRestAPI with a GET call and want to display the response data on the CX Account Detail foldout page. I added a new …
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Is there a feasibility to add "Create" smart actions to Accounts - Contacts object?We want to add below smart actions to Accounts-Contacts objects. When you navigate to an Account record in Redwood and open the contact sub view from there, we have 3 do… -
Redwood - Address DCL in OptySummary: https://us.v-cdn.net/6034893/uploads/23KN448WACLA/uptake-address-picker.pdf I'm initiating this thread from the below referred context. I'm looking for any orac…
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I am not able to open Mobile app in various devices and with multiple usersSummary: I am trying to log in to mobile app of fusion sales cloud but the application is not loading. I tried in both IOS & Android still the application showing blank …
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Is it possible to get account and party number value in strategy dropdown searchCreated Strategy DCL field in Activity Object. Strategy is child object of Goals which is a child object of Business Plan, added picker template for Strategy to show rec…
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Video: Custom DrawerCustom Drawer: Use a smart action to invoke a custom drawer with your own content on the drawer https://videohub.oracle.com/embed/secure/iframe/entryId/1_fp910c8v/uiConf… -
Users are getting the error "The value of the attribute team member isn't valid"Users are getting the error "The value of the attribute team member isn't valid" while creating Accounts in the Oracle Fusion CX Sales Cloud Service application. Please …
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How to Disable GEN AI Summary on Opportunity 360 PageWe would like a way to remove the GEN AI summary from the Opportunity 360 page, as it occupies UI space, given that the “Generate Opportunity Summary” feature is already…
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Manager Update not reflecting for inactive resource via data importHi Team, I'm trying to replace the existing manager with another manager for an Inactive resource in Oracle sales cloud. I used data import, and the import completed suc…